How to use the New List option to Build a People List After Uploading a Company List

Build a list of targeted people at a set of companies to share your marketing campaigns by importing Company IDs from an Microsoft Excel file.

Note: The .xlsx, .xls or .csv file must have the IV Account ID field to retrieve the company details into InsideView Target application. You can upload a list of companies, and find out what technologies those companies are using. InsideView Target allows you to use the Tech Used filter, which is available by default after uploading the file.

Step

Description

Details

1

Launch InsideView Target

Click the Build a List tab in the InsideView for Sales standalone instance.

2

Go to the Import Page

On the InsideView Target page, click the New List link and then click the Upload a .xlsx or .xls or .csv button as shown below:The Upload .xlsx .xls or .csv button is visible only when your customer support manager (CSM) enables the File Upload option while onboarding.

3

Import the data file

In the Upload File page, once you click the button a popup to select a file opens:

Note: The search criteria options are disabled on this page. These options will enabled only after you import an excel file with valid company IDs.

On the Open page, select the data file and click Open.

Once the file is imported successfully, the file name is displayed and, then you click Next as illustrated below:

4

Select the field mapping

In the Map Your Fields page, select the CRM Account ID and fields that you wish to map. For example, choose InsideView IDfield.

The mapping process begins:

Once the matching is completed, the Matching Complete popup appears:

5

Review Matches

Once matching is completed, click Review to see the match statuses:

If Match is found, do nothing and click Next.

If NO Match is found, click the Find the Correct Company link.

In the Choose a Correct Company page, enter the search keyword and click the Select link in the results and click Save. For example, enter Microsoft in the search field and click Select for any one of the Microsoft company name and, then click Save.

Follow same steps to find a correct company for remaining unmatched companies and, then Next.

6

Save

Once all company matches are found, click Save & Close to save the list and continue your search.

Enter a name for the list and then click Save.

7

Build a People list

Once a company list is saved, InsideView Target allows you to build a people list from the company list that you saved using all search criteria options that are available for building a people list.

To build a people list using the company list, go to the InsideView Target dashboard and select the list that you just created and click the Search icon as shown below:

In the Search List page, you can select the search filters such as job title, job level, contact location, technology used and more search filters as illustrated below: